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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N.A Service code 21 · EIN 94-1347393 1525 WEST WT HARRIS BLVD · CHARLOTTE, NC 282628522 | Bank Trustee | $10,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,638 | $50,898-22.1% | $171,082-76.8% | $55,167-28.1% |
| Participation rate | 26.2% | 63.3%-37.1pp | 76.7%-50.5pp | 69.0%-42.8pp |
| Annual return | 3.09% | 15.34%-12.3pp | 32.56%-29.5pp | 169.23%-166.1pp |
| Employer contribution / active EE | $333 | $1,433-76.7% | $4,002-91.7% | $1,963-83.0% |
| Participant deferral / active EE | $537 | $2,994-82.1% | $4,797-88.8% | $3,054-82.4% |
| Admin fee / account holder | $189 | $500-62.1% | $8,520-97.8% | $504-62.4% |